Microsoft, First Republic, the Debt Ceiling, and Watches

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan and BI Equity Research Analyst Neil Sipes join for a banking roundtable. Herman discusses First Republic and PacWest, and Neil talks about other banks reporting today and tomorrow. Christel Rendu de Lint, head of investments at Vontobel, joins to discuss investing strategies and market outlook for 2023. Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling fight in Washington and its economic impact. Emily Wilkins, reporter with Bloomberg Government, also joins to talk about the political fallout. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins to discuss the latest news and developments in biotech and recent/upcoming pharma earnings reports. Mike Halen, Senior Restaurant Analyst with Bloomberg Intelligence, joins to discuss Chipotle and Wendy’s earnings as well as other company reports on restaurants. He also talks the overall industry and consumer health. Andy Hoffman, reporter with Bloomberg News, joins to discuss the market for luxury watches. Hosted by Paul Sweeney and Matt Miller.

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